Appointment Setter for Jo Ong

What You'll Do Lead Outreach & Prospecting (40%) Make outbound calls, send emails, and follow up with warm and cold leads provided by the practice Contact referred prospects and individuals who have expressed interest in financial planning services Re-engage dormant or lapsed client relationships on behalf of the advisor Appointment Scheduling (35%) Schedule introductory meetings, discovery calls, and review appointments for the financial advisor Manage the advisor's calendar and ensure appointments are confirmed and properly documented Send appointment reminders and handle rescheduling as needed Lead Qualification & CRM (15%) Ask qualifying questions to assess prospect needs, financial situation, and readiness to engage Record accurate notes in the CRM system regarding each prospect's profile and conversation history Prioritize and segment leads based on quality and likelihood to convert Reporting & Collaboration (10%) Prepare daily call logs, appointment summaries, and pipeline activity reports Coordinate with the advisor's team to ensure seamless handoff of booked appointments Suggest improvements to outreach scripts and processes (we actually listen) What You Bring Must-Haves Minimum 1–2 years of experience in a sales, customer service, or appointment-setting role Excellent verbal and written communication skills Confident and professional telephone manner Strong organizational skills with the ability to manage a busy schedule Comfortable working with CRM software and scheduling tools Self-motivated with a results-driven mindset Nice-to-Haves Experience working within financial services, insurance, or a professional services environment Familiarity with financial planning concepts and terminology Experience with CRM platforms such as Salesforce, Redtail, Wealthbox, or HubSpot Proven track record of meeting or exceeding appointment-setting targets Compensation: Paid: SGD 800/month APPLY NOW!